Microsoft Dynamics 365 Admin - Remote
YO AI Labs · Département Santa Cruz
Job description
About the role
We are looking for an experienced Salesforce/HubSpot Administrator specialized in revenue systems (SaaS) to support a remote customer project. You will use your CRM expertise to audit, analyze, and improve operational workflows across CRM and integrated revenue platforms.
Key responsibilities
- Audit CRM and revenue systems for inconsistencies, outdated policies, duplicate records, and automation issues.
- Analyze policy conflicts, define business rules, and document operational prompts for complex SaaS scenarios.
- Review and reconcile data across CRM, billing, CPQ, ticketing, and other integrated tools.
- Document recommended system changes, assess impact on related tools, and provide governance insights.
Required profile
- 4–6 years of hands‑on experience with Salesforce, HubSpot, Microsoft Dynamics 365, or similar CRM platforms.
- Experience leading CRM implementations, migrations, consolidations, or rollouts in SaaS environments.
- Strong knowledge of fields, objects, flows, validation rules, automation, and permissions.
- Familiarity with at least two revenue or operational systems such as billing, CPQ, ticketing, or integration platforms.
- Working knowledge of SQL, APIs, data models, and cross‑system data reconciliation.
- Excellent written and verbal English communication skills.
Required skills
- Salesforce
- HubSpot
- Microsoft Dynamics 365
- SQL
- APIs
- Data modeling
- Billing systems
- CPQ
- Ticketing platforms
- Automation and workflow design
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Published 12 hours ago
Expires 1 month from now
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YO AI Labs
Département Santa Cruz
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